TFS Wealth Management

Your Wealth Management Team & Special Concierge Service

TFS has assembled a team of professional resources available to serve a wide array of financial and "quality of life" needs. Our network of trusted professionals is available as a resource to our clients when requested. Our Wealth Management Team includes a CFP, CPA, Estate Attorney as well as Insurance and Investment Professionals who help us implement Comprehensive Wealth Management Plans for our clients.

To be invited onto our Concierge Services Team, these professionals must be trustworthy, highly skilled and fun to work with. They understand that they are accountable to us when we refer them to you.

Should you need anything... anything at all that would free you to enjoy a higher quality of life... give us a call. If we don't have a trusted professional on hand... give us a little time, and we can usually find one. From our point of view... it's all about you.